A country's purchases of goods or services from other countries. U.S. imports of goods and services are reported by the Commerce Department when it releases the Gross Domestic Product (GDP) report.
Profits before federal, state, and foreign income taxes.
Income dividends declared per common share
Dividends declared from net investment income on a per-share basis.
Interest and related income from loans
Interest and related income from loans per common share
A financial report that lists revenues, expenses, and net income throughout a given period.
Stocks with higher-than-average dividend yields. (Often, but not always, stocks with dividends that are considered likely to be maintained or raised.)
Total income taxes as a % of pretax income.
The total of all foreign and domestic (federal, state and city) taxes charged against income.
For index-based products, use this section to narrow the type of strategy that the exchange traded fund will use to weight component securities in the basket.
Annualized dividend based on most recent dividend payment
A Federal Reserve index, published monthly, of the output of the nation's factories, mines, and utilities.
Value Line determined code used to identify the industry in which a company operates
Name of the industry into which a company is classified by Value Line
Value Line proprietary Industry Rank for a given industry (1 to 98)
Industry Supplementary Report
The relative Timeliness rank of an industry, updated weekly in the Summary & Index and calculated by averaging the Timeliness ranks of each of the stocks assigned a Timeliness rank in the industry. Industries with high Timeliness ranks are those with large percentages of stocks that also have high Timeliness ranks. The rank of each industry is listed on the front cover of Summary & Index, next to the name of the industry.
A corporation's first equity offering to the public, at which point the stock commences trading on a particular exchange.
A weekly Labor Department compilation of new unemployment claims based on data from each of the states in the Union and Washington, D.C.
The number of decisions to buy or sell a company's shares made by officers and directors and shown by month for a nine-month period. This table is shown on the left side of the price chart on the Ratings & Reports page.
Number of options-based transactions by insiders
Number of open market purchases by insiders
Number of open market sales by insiders, including options based sales
The number of decisions reported by investment managers having equity assets under management of $100 million or more to buy or sell a company's shares. This table appears on the left side of the price chart on the Value Line page.
Number of institutional investors that own shares in the company in a particular quarter
Number of institutional investors that have purchased shares in the company in a particular quarter
Number of institutional investors that have sold shares in a company in a particular quarter
The aggregate face amount of all insurance policies outstanding.
The aggregate face amount of all life insurance policies outstanding.
Insurance premiums latest quarter
Assets such as goodwill (the excess of cost over net assets of companies acquired by purchase), patents, trademarks, unamortized debt discounts, and deferred charges.
Assets such as goodwill (the excess of cost over net assets of companies acquired by purchase), patents, trademarks, unamortized debt discounts, and deferred charges divided by the number of common shares at year end.
Payment for the use of borrowed money. Many companies have both interest charges (for long- and short-term funds they have borrowed) and interest income (for money they have invested, usually in short-term, interest-bearing investments).
Interest expenses for the year, expressed as a percentage of gross income.
The coupon size as determined at issuance.
Raw materials, work in progress, and finished products. LIFO (last-in, first-out) accounting minimizes illusory, but taxable, inventory profits in periods of rising prices because high-cost materials are expensed against income first. Under FIFO (first-in, first-out) accounting, the reverse is true. Average cost (middle-in, middle-out) is a compromise between LIFO and FIFO.
The change in inventories valued at average prices for the period, as published by the Commerce Department in its periodic Gross Domestic Product reports.
Cost of goods sold divided by the average inventory of the year
A ratio of inventories to sales, expressed as a percentage. An excessively high ratio may indicate that businesses have too much inventory on hand and are about to cut back production in order to reduce inventories.
This is our broad classification system which groups exchange traded products into major families for easy comparison. For a more granular system, please see the investment strategy section instead.
A company or fund that invests in other companies (usually through the purchase of equity or debt securities) or invests in commodities or real property, etc., or any combination of the above.
Indicates the creditworthiness of a debt issue assigned by one of the major ratings services.
Investment income for insurance companies
Dividends, interest, and rents received on investments less the expenses of the investment department, divided by the number of common shares outstanding at year end.
Revenues attributable to a company's investments
This is the subsector and more granular category for all funds. This attempts to get ultra-specific to help investors pinpoint which funds are right for their particular situation.
The value of a convertible security without the conversion feature. In other words, the value of the instrument were it not convertible, but have similar terms as the convertible.
Assets so classified on a balance sheet for selected financial companies.
Investments for the accounts of policyholders
Investments Funded for REITS as presented in Funds Flow
Investments Repaid for REITS as presented in Funds Flow
The page on which a company's stock is reviewed in Value Line printed products
Convertible bonds are shown by the name of the issuer, the coupon and the year of maturity. E.g., Ford Motor Company 4.25s2036.